Retirement Ready Survey

Question Title

* 1. How would you prefer to receive information about retirement?

In-person event (with others)

Online (independent)

Mix of both

Other (please specify)

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* 2. What time of day are you most likely to attend an event about retirement planning?

Morning

Lunch

Afternoon

Evening

I don't want to attend and event.

Other (please specify)

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* 3. What day of the week would you most likely attend an event about retirement?

Early week (Monday, Tuesday)

Mid week (Wednesday)

End of week (Thursday, Friday)

Weekend (Saturday, Sunday)

I don't want to attend an event.

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* 4. If you had to pay for an event about retirement, what sounds reasonable?

$20-$29

$30-$39

$40-$49

$50+

I'm not likely to attend event that has a cost.

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* 5. How important are each one of these topics to you?

	Very important		Neutral		Not important
Are you ready to retire?	Are you ready to retire? Very important	Are you ready to retire?	Are you ready to retire? Neutral	Are you ready to retire?	Are you ready to retire? Not important
Health care costs	Health care costs Very important	Health care costs	Health care costs Neutral	Health care costs	Health care costs Not important
Medicare	Medicare Very important	Medicare	Medicare Neutral	Medicare	Medicare Not important
Social Security	Social Security Very important	Social Security	Social Security Neutral	Social Security	Social Security Not important
Taxes	Taxes Very important	Taxes	Taxes Neutral	Taxes	Taxes Not important
Timing	Timing Very important	Timing	Timing Neutral	Timing	Timing Not important
Savings options (IRAs, 401K etc.)	Savings options (IRAs, 401K etc.) Very important	Savings options (IRAs, 401K etc.)	Savings options (IRAs, 401K etc.) Neutral	Savings options (IRAs, 401K etc.)	Savings options (IRAs, 401K etc.) Not important
Post-retirement workforce training	Post-retirement workforce training Very important	Post-retirement workforce training	Post-retirement workforce training Neutral	Post-retirement workforce training	Post-retirement workforce training Not important
Wills/estate planning	Wills/estate planning Very important	Wills/estate planning	Wills/estate planning Neutral	Wills/estate planning	Wills/estate planning Not important
Investments	Investments Very important	Investments	Investments Neutral	Investments	Investments Not important
Spending money on a fixed income	Spending money on a fixed income Very important	Spending money on a fixed income	Spending money on a fixed income Neutral	Spending money on a fixed income	Spending money on a fixed income Not important
Late saver strategies	Late saver strategies Very important	Late saver strategies	Late saver strategies Neutral	Late saver strategies	Late saver strategies Not important
Caring financially for parents, children or grandchildren	Caring financially for parents, children or grandchildren Very important	Caring financially for parents, children or grandchildren	Caring financially for parents, children or grandchildren Neutral	Caring financially for parents, children or grandchildren	Caring financially for parents, children or grandchildren Not important
Options for maximizing/guaranteeing retirement income for life	Options for maximizing/guaranteeing retirement income for life Very important	Options for maximizing/guaranteeing retirement income for life	Options for maximizing/guaranteeing retirement income for life Neutral	Options for maximizing/guaranteeing retirement income for life	Options for maximizing/guaranteeing retirement income for life Not important
Long-term care/critical care options	Long-term care/critical care options Very important	Long-term care/critical care options	Long-term care/critical care options Neutral	Long-term care/critical care options	Long-term care/critical care options Not important

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* 6. How old are you?

45 and under

46-55

56-65

66-75

76+

Other (please specify)

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* 7. Would you consider your retirement knowledge to be beginner, intermediate or advanced?

Beginner

Intermediate

Advanced

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* 8. Are you male or female?

Male

Female

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* 9. Married, single or in a relationship?

Married

Single

In a relationship

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* 10. What is your total household income?

Less than $50,000

$50,000 to 74,999

$75,000 to $99,999

$100,000 or more

Other (please specify)